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Financial Planner: Executive Wealth
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Who are we?
Sanlam Life Ltd is one of the top financial services providers in the South African market.
Who are we?
Sanlam Life Ltd is one of the top financial services providers in the South African market.
We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth.
Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.
This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
- Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
- Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
- Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review clientââ¬â¢s portfolio annually by undertaking the above steps.
- Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
- Monitor, update and reporting (weekly/monthly)
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Grade 12
Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge And Skills
Financial advice and support
Production target achievement and budgeting
Compliance and risk management
Client relationship management
Financial planning and recommendations
Personal Attributes
Communicates effectively - Contributing independently
Tech savvy - Contributing independently
Action orientated - Contributing independently
Interpersonal savvy - Contributing independently
Persuades - Contributing independently
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
Collaborates - Contributing independently
Being resilient - Contributing independently
Drives results - Contributing independently
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa. Seniority level
- Seniority level Entry level
- Employment type Contract
- Job function Finance and Sales
Referrals increase your chances of interviewing at Sanlam by 2x
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#J-18808-LjbffrJob No Longer Available
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Senior Investment Advisor
Posted 9 days ago
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Job Description
Direct message the job poster from DAV Professional Placement Group
We are seeking an experienced investment professional passionate about delivering tailored financial strategies to shape the future of wealth management for pension funds, insurance companies, and high-net-worth clients.
What You’ll Do:
- Provide expert investment advice and develop bespoke strategies aligned with clients’ financial goals.
- Manage and optimize client portfolios using advanced financial modeling and market insights.
- Conduct in-depth market analysis to identify emerging opportunities and mitigate risks.
- Build and nurture long-term client relationships through strategic guidance and regular reviews.
- Collaborate with internal teams to design innovative investment solutions.
- Ensure full compliance with regulatory standards and ethical practices.
- Mentor junior staff and contribute to a culture of continuous learning and excellence.
What We’re Looking For:
- Extensive experience in investment consulting or portfolio management.
- Strong analytical skills and a deep understanding of financial markets and instruments.
- Proven ability to develop and maintain trusted client relationships.
- Excellent communication and presentation skills.
- A collaborative mindset and leadership qualities.
- Mid-Senior level
- Full-time
- Business Development, Consulting, and Customer Service
- Financial Services, Investment Management, and Investment Advice
Referrals can increase your chances of interviewing at DAV Professional Placement Group by 2x.
Set up job alerts for “Investment Advisor” roles.Locations include Johannesburg, Pretoria, Alberton, Boksburg, Krugersdorp in Gauteng, South Africa, with recent postings within the last few weeks.
#J-18808-LjbffrFinance & Investment Advisor (Representative)
Posted 15 days ago
Job Viewed
Job Description
Opportunity to start your professional sales career in the Financial Services Sector. We are looking for a dynamic, driven candidate to join us in improving people's lives by making their financial freedom possible.
With extensive training, support, and development opportunities, this is an amazing opportunity with unlimited boundaries to your earning potential and career growth.
We are looking for entrepreneurial individuals as well as experienced sales professionals to join our thriving team.
Duties & ResponsibilitiesKey Activities :
- Networking/sourcing and prospecting to establish and maintain long-term client relationships
- Meet with clients in person
- Conduct detailed financial needs analysis and provide professional advice
- Create, grow and protect the financial security and wealth of others
- Assist clients in achieving their financial goals and maintain and expand client portfolios
- Create and cultivate long-term client relationships and manage your professional practice
- Remain accredited and up to date with relevant market and industry related subjects
We’re looking for a sales professional with experience bringing in new leads and closing deals. You’ll be an expert relationship-builder and great at listening to clients.
- Tertiary qualification is highly preferential (Matric is essential)
- A minimum of three years full-time working experience in a client facing environment.
- Previous experience in a target driven sales environment is a very strong advantage.
- Own vehicle and valid driver's license is a non-negotiable requirement .
- Ability to network, prospect, negotiate and build relationships
- Ability to work independently
- Clear credit and criminal record
- Proactive career driven person with strong commercial acumen.
Africa Investment Advisor (AIA) - Southern Africa
Posted 9 days ago
Job Viewed
Job Description
- Contract
ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry-leading practices. ProSidian services focus on the broad spectrum of Enterprise Solutions for Risk Management | Compliance | Business Process | IT Effectiveness | Energy & Sustainability | Human Capital . We help forward-thinking clients solve problems and improve operations.
Launched by former Big 4 Management Consultants; our multidisciplinary teams bring together the talents of nearly 190 professionals nationally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes. Our Services are deployed across the enterprise, target drivers of economic profit (growth, margin and efficiency), and are aligned at the intersections of assets, processes, policies and people delivering value.
ProSidian clients represent a broad spectrum of industries to include but are not limited to Energy, Manufacturing, Chemical, Retail, Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State Government Agencies. Learn More About ProSidian Consulting at
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ProSidian Seeks a Africa Investment Advisor (AIA) - Horn of Africa headquartered near 1 Sandton Dr, Sandhurst, Johannesburg, 2146, South Africa to support an engagement for an International Development Finance Corporation that partners with the private sector to finance solutions to the most critical challenges facing the developing world. The organization invests across sectors including energy, healthcare, critical infrastructure, and technology and also provides financing for small businesses and women entrepreneurs in order to create jobs in emerging markets.
ProSidian Team Members work to provide AIA to perform Business Development and Transaction Support services in Sub-Saharan Africa with responsibility for business development processes including: Transaction Origination, Due Diligence Support, Performance Monitoring Support, and Field Presence Support. AIA - Horn of Africa Candidates shall work to support requirements for Management And Technical Crosscutting Activities and Function as a full-time equivalent ProSidian AIA to perform Business Development and Transaction Support services for the United States International Development Finance Corporation in Sub-Saharan Africa.
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Southern Africa: Place of Performance: Johannesburg, South Africa, with a Geographic Coverage Area (GCA) including, but not limited to: Angola, Botswana, Comoros, Lesotho, Namibia, Madagascar, Malawi, Mauritius, Mozambique, Reunion, Seychelles, South Africa, eSwatini, Zambia, and Zimbabwe. Additional places of performance within this GCA may be required.
Job DescriptionDFC's goal is to increase private sector investment in sub-Saharan Africa by facilitating the origination, execution and monitoring of high-quality and developmental transactions in all sectors. DFC's current exposure in sub- Saharan Africa is over $5 billion. By increasing human resources' capacity, the DFC will be able to originate, execute, and monitor more high-quality deals with development impact.
The DFC aims to generate significant private sector investments of up to $7 billion in new commitments in the Africa region by 2025. Each ProSidian AIA Team shall work as part of an integrated/regionally aligned team to fulfill the following Services deliverables. Specific Tasks AIA Duties: Transaction Origination | Due Diligence Support | Performance Monitoring Support | Field Presence Support | Travel: from place of performance, primarily within the GCA, but also inclusive of periodic international travel outside of the GCA, about 50% of the time.
TRANSACTION ORIGINATION: The AIA shall identify and pre-screen transaction opportunities for all DFC product lines in his/her respective GCA.
- Conducting business dev meetings with potential project sponsors, developers, financiers, and other relevant parties for the purpose of introducing the product offerings and funding criteria and identifying potential transaction opportunities
- Reviewing project info docs such as teasers, pitch books, information memoranda, and financial statements to vet and evaluate project opportunities
- Following on transaction opportunities identified by US Gov. to determine suitability for DFC involvement;
- The collection, completion, and verification of project information to assist DFC with evaluating or screening the project;
- Assisting with DFC Screening Committee documentation, as needed.
- Entering transaction details of pre-screened opportunities on Transaction Pipeline Tracker.
- Transactions approved by the DFC Screening Committee and retained that the AIA played a material role identifying and screening will be considered Transactions Originated by the AIA.
DUE DILIGENCE SUPPORT: The AIA shall assist with transaction execution for all DFC product lines for transactions within his/her GCA that have been retained but have not yet reached financial close.
- Assisting the collection, completion, and/or verification of due diligence information relating to a transaction required for DFC's Credit Committee, Investment Committee and/or required to reach financial close;
- Monitoring and reporting applicable policy/legislation changes that may affect the transaction;
- Assisting on due diligence and the verification of conditions precedent to reach financial close.
- Entering details of supported transactions on Transaction Pipeline Tracker.
- Transactions approved including by applicable Credit and Investment Committees, the AIA played a material role in supporting will be considered Transactions Diligenced by the AIA.
- Transactions reach financial close the AIA played material role in supporting will be considered Transactions Closed by the AIA.
PERFORMANCE MONITORING SUPPORT: The AIA shall assist with post-execution performance monitoring transaction support for all DFC product lines for transactions that have reached financial close within their GCA.
- Assisting collection, completion, and/or verification of post-financial close transaction performance and/or development impact;
- Monitoring and reporting on applicable policy or legislation changes that may affect the transaction;
- Assisting verification of conditions subsequent to authorize disbursements
- Entering details of all supported transactions to Transaction Pipeline Tracker.
- Transactions that the AIA played a material role supporting post-financial close, as determined by ProSidian will be considered Transactions Monitored.
FIELD PRESENCE SUPPORT: The AIA shall assist with the field presence support for their GCA.
- Training local, inter-agency Embassy staff, including the Prosper Africa or State Dept. deal Team(s), on DFC products, eligibility criteria, relevant strategic priorities to educate staff on how to identify GCA financing opportunities
- Participating in regular meetings with local Embassy staff and other relevant US officials, including the Prosper Africa deal Team(s), to discuss DFC transaction opportunities
- Participating and/or presenting at events, conferences, or Embassy-convened meetings relevant to DFC business
- Present or provide relevant updates and input on DFC transactions as requested
- Monitor and reporting changes in the law, policy, or economic climate relevant to transactions
- Assist travel/meeting logistics for senior-level personnel traveling to the GCA
MAINTAIN ACTIVE READINESS, ENGAGEMENT, AND PARTICIPATION TO PROVIDE:
- Team Member Participation: Transaction Status Meetings | Interim updates on specific time-sensitive meetings or activities | Weekly work plans before COB each Friday | Transaction Pipeline Tracker submitted every two weeks | completed work product submitted as per guidance every two weeks.
- Business Relations: successfully coordinate all activity needed to execute job requirements | provide corrective action plans, proposal submittals, identification and management of issues | professional and ethical behavior.
The Africa Investment Advisor (AIA) - Southern Africa shall have consecutive employment in a position with comparable responsibilities within the past five (5) years, Must be able to use a computer to communicate via email; and proficient in Microsoft Office Products (Word/Excel/Power point) and related tools and technology required for the position.
Southern Africa: Place of Performance: Johannesburg, South Africa, with a Geographic Coverage Area (GCA) including, but not limited to: Angola, Botswana, Comoros, Lesotho, Namibia, Madagascar, Malawi, Mauritius, Mozambique, Reunion, Seychelles, South Africa, eSwatini, Zambia, and Zimbabwe. Additional places of performance within this GCA may be required.
- The ProSidian AIA must be able to read, write, speak, and understand English fluently. The AIAs may be United States citizens or Foreign Nationals. The AIAs must present a neat appearance commensurate with that required of a professional and must not engage in any action, association, or behavior that can cause damage, embarrassment or any other harm to the U.S. Government. Government civilian employees shall not be employed to perform services under this contract.
Logistics Criteria:
- The ProSidian AIA shall perform be responsible to participate in and provide support for all administrative and supervisory functions not limited to the following: all recruiting, placement, relocation if applicable, training, information technology, local office establishment, logistical support, travel arrangements (w/ visa requirements), and repatriation services
Qualifications Criteria - AIAs Must Have The Following Qualifications:
- The ProSidian AIA must have a minimum of five (5) years' of full-time relevant work experience, defined as a minimum of five (5) years of full-time employment within the last fifteen (15) years working in investment banking, financial advisory, insurance underwriting, project development, development finance, project finance, financial services or development finance-related consulting, or private equity, of which at least three (3) years substantially relates to emerging markets, and of which at least two (2) years substantially relates to sub-Saharan Africa.
Other Required Criteria
- Strong Written And Oral Communications in native language(s) and Fluency in English
- Expertise in project structuring and corporate and project finance; and financial modeling capability;
- Fluency in French if providing services in the Francophone West/Central Africa;
- Proficiency in MS Office;
- Bachelor's degree from an accredited university;
- Demonstrated experience working independently with minimal supervision and interest and commitment to international development;
- Existing and extensive network of professional contacts in sub-Saharan Africa;
- Ability to obtain facility access in the Embassy or Consulate of their respective place of performance
- Ability to acquire travel approvals and travel documents travel for participation in a two (2) week DFC orientation program to be held in Washington, DC within six (6) weeks of initial selection as a ProSidian AIA.
TRAVEL: Occasional travel may be required to attend meetings, events, site visits, or other training requirements. Travel is coordinated with the technical point of contact and approved in writing by the Contracting Officer in advance, is allowed, in accordance with Federal Travel Regulations.
LOCATION: Work shall be conducted at or in proximity to 1 Sandton Dr, Sandhurst, Johannesburg, 2146, South Africa
#AfricaInvestmentAdvisor #AIA #DevelopmentFinance #DevelopmentFinance
Additional InformationCORE COMPETENCIES
- Teamwork – ability to foster teamwork collaboratively as a participant, and effectively as a team leader
- Leadership – ability to guide and lead colleagues on projects and initiatives
- Business Acumen – understanding and insight into how organizations perform, including business processes, data, systems, and people
- Communication – ability to effectively communicate to stakeholders of all levels orally and in writing
- Motivation – persistent in pursuit of quality and optimal client and company solutions
- Agility – ability to quickly understand and transition between different projects, concepts, initiatives, or work streams
- Judgment – exercises prudence and insight in decision-making process while mindful of other stakeholders and long-term ramifications
- Organization – ability to manage projects and activity, and prioritize tasks
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OTHER REQUIREMENTS
- Business Tools – understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary.
- Business Tools – understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary.
- Commitment - to work with smart, interesting people with diverse backgrounds to solve the biggest challenges across private, public and social sectors
- Curiosity – the ideal candidate exhibits an inquisitive nature and the ability to question the status quo among a community of people they enjoy and teams that work well together
- Humility – exhibits grace in success and failure while doing meaningful work where skills have impact and make a difference
- Willingness - to constantly learn, share, and grow and to view the world as their classroom
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BENEFITS AND HIGHLIGHTS
ProSidian Employee Benefits and Highlights: Your good health and well-being are important to ProSidian Consulting. At ProSidian, we invest in our employees to help them stay healthy and achieve work-life balance. That’s why we are also pleased to offer the Employee Benefits Program, designed to promote your health and personal welfare. Our growing list of benefits currently include the following for Full Time Employees:
Competitive Compensation: Pay range begins in the competitive ranges with Group Health Benefits, Pre-tax Employee Benefits, and Performance Incentives. For medical and dental benefits, the Company contributes a fixed dollar amount each month towards the plan you elect. Contributions are deducted on a Pre-tax basis.
Group Medical Health Insurance Benefits: ProSidian partners with BC/BS, to offer a range of medical plans, including high-deductible health plans or PPOs. | Group Dental Health Insurance Benefits: ProSidian dental carriers - Delta, Aetna, Guardian, and MetLife.
Group Vision Health Insurance Benefits: ProSidian offers high/low vision plans through 2 carriers: Aetna and VSP.
401(k) Retirement Savings Plan: 401(k) Retirement Savings Plans help you save for your retirement for eligible employees. A range of investment options are available with a personal financial planner to assist you. The Plan is a pre-tax Safe Harbor 401(k) Retirement Savings Plan with a company match.
Vacation and Paid Time-Off (PTO) Benefits: Eligible employees use PTO for vacation, a doctor’s appointment, or any number of events in your life. Currently these benefits include Vacation/Sick days – 2 weeks/3 days | Holidays - 10 ProSidian and Government Days are given.
Pre-Tax Payment Programs: Pre-Tax Payment Programs currently exist in the form of a Premium Only Plan (POP). These Plans offer a full Flexible Spending Account (FSA) Plan and a tax benefit for eligible employees.
Purchasing Discounts & Savings Plans: We want you to achieve financial success. We offer a Purchasing Discounts & Savings Plan through The Corporate Perks Benefit Program. This provides special discounts for eligible employees on products and services you buy on a daily basis.
Security Clearance: Due to the nature of our consulting engagements there are Security Clearance requirements for Engagement Teams handling sensitive Engagements in the Federal Marketplace. A Security Clearance is a valued asset in your professional portfolio and adds to your credentials.
ProSidian Employee & Contractor Referral Bonus Program: ProSidian Consulting will pay up to 5k for all referrals employed for 90 days for candidates submitted through our Referral Program.
Performance Incentives: Due to the nature of our consulting engagements there are performance incentives associated with each new client that each employee works to pursue and support.
Flexible Spending Account: FSAs help you pay for eligible out-of-pocket health care and dependent daycare expenses on a pre-tax basis. You determine your projected expenses for the Plan Year and then elect to set aside a portion of each paycheck into your FSA.
Supplemental Life/Accidental Death and Dismemberment Insurance: If you want extra protection for yourself and your eligible dependents, you have the option to elect supplemental life insurance. D&D covers death or dismemberment from an accident only.
Short- and Long-Term Disability Insurance: Disability insurance plans are designed to provide income protection while you recover from a disability.
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ADDITIONAL INFORMATION - See Below Instructions On The Best Way To Apply
ProSidian Consulting is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, or Vietnam era, or other eligible veteran status, or any other protected factor. All your information will be kept confidential according to EEO guidelines.
ProSidian Consulting has made a pledge to the Hiring Our Heroes Program of the U.S. Chamber of Commerce Foundation and the “I Hire Military” Initiative of The North Carolina Military Business Center (NCMBC) for the State of North Carolina. All applicants are encouraged to apply regardless of Veteran Status.
Furthermore, we believe in "HONOR ABOVE ALL " - be successful while doing things the right way. The pride comes out of the challenge; the reward is excellence in the work.
FOR EASY APPLICATION
USE OUR CAREER SITE LOCATED ON OR SEND YOUR RESUME’S, BIOS, AND SALARY EXPECTATION / RATES TO CAREERS @ PROSIDIAN.COM. ONLY CANDIDATES WITH REQUIRED CRITERIA ARE CONSIDERED .
Be sure to place the job reference code in the subject line of your email. Be sure to include your name, address, telephone number, total compensation package, employment history, and educational credentials.
#J-18808-LjbffrAfrica Investment Advisor (AIA) - Southern Africa
Posted today
Job Viewed
Job Description
- Contract
ProSidian is a Management and Operations Consulting Services Firm focusing on providing value to clients through tailored solutions based on industry-leading practices. ProSidian services focus on the broad spectrum of Enterprise Solutions for Risk Management | Compliance | Business Process | IT Effectiveness | Energy & Sustainability | Human Capital . We help forward-thinking clients solve problems and improve operations. Launched by former Big 4 Management Consultants; our multidisciplinary teams bring together the talents of nearly 190 professionals nationally to complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and Government Agencies of all sizes. Our Services are deployed across the enterprise, target drivers of economic profit (growth, margin and efficiency), and are aligned at the intersections of assets, processes, policies and people delivering value. ProSidian clients represent a broad spectrum of industries to include but are not limited to Energy, Manufacturing, Chemical, Retail, Healthcare, Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation, Federal and State Government Agencies. Learn More About ProSidian Consulting at
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ProSidian Seeks a Africa Investment Advisor (AIA) - Horn of Africa headquartered near 1 Sandton Dr, Sandhurst, Johannesburg, 2146, South Africa to support an engagement for an International Development Finance Corporation that partners with the private sector to finance solutions to the most critical challenges facing the developing world. The organization invests across sectors including energy, healthcare, critical infrastructure, and technology and also provides financing for small businesses and women entrepreneurs in order to create jobs in emerging markets.
ProSidian Team Members work to provide AIA to perform Business Development and Transaction Support services in Sub-Saharan Africa with responsibility for business development processes including: Transaction Origination, Due Diligence Support, Performance Monitoring Support, and Field Presence Support. AIA - Horn of Africa Candidates shall work to support requirements for Management And Technical Crosscutting Activities and Function as a full-time equivalent ProSidian AIA to perform Business Development and Transaction Support services for the United States International Development Finance Corporation in Sub-Saharan Africa.
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Southern Africa: Place of Performance: Johannesburg, South Africa, with a Geographic Coverage Area (GCA) including, but not limited to: Angola, Botswana, Comoros, Lesotho, Namibia, Madagascar, Malawi, Mauritius, Mozambique, Reunion, Seychelles, South Africa, eSwatini, Zambia, and Zimbabwe. Additional places of performance within this GCA may be required.
Job DescriptionDFC's goal is to increase private sector investment in sub-Saharan Africa by facilitating the origination, execution and monitoring of high-quality and developmental transactions in all sectors. DFC's current exposure in sub- Saharan Africa is over $5 billion. By increasing human resources' capacity, the DFC will be able to originate, execute, and monitor more high-quality deals with development impact.
The DFC aims to generate significant private sector investments of up to $7 billion in new commitments in the Africa region by 2025. Each ProSidian AIA Team shall work as part of an integrated/regionally aligned team to fulfill the following Services deliverables. Specific Tasks AIA Duties: Transaction Origination | Due Diligence Support | Performance Monitoring Support | Field Presence Support | Travel: from place of performance, primarily within the GCA, but also inclusive of periodic international travel outside of the GCA, about 50% of the time.
TRANSACTION ORIGINATION: The AIA shall identify and pre-screen transaction opportunities for all DFC product lines in his/her respective GCA.
- Conducting business dev meetings with potential project sponsors, developers, financiers, and other relevant parties for the purpose of introducing the product offerings and funding criteria and identifying potential transaction opportunities
- Reviewing project info docs such as teasers, pitch books, information memoranda, and financial statements to vet and evaluate project opportunities
- Following on transaction opportunities identified by US Gov. to determine suitability for DFC involvement;
- The collection, completion, and verification of project information to assist DFC with evaluating or screening the project;
- Assisting with DFC Screening Committee documentation, as needed.
- Entering transaction details of pre-screened opportunities on Transaction Pipeline Tracker.
- Transactions approved by the DFC Screening Committee and retained that the AIA played a material role identifying and screening will be considered Transactions Originated by the AIA.
DUE DILIGENCE SUPPORT: The AIA shall assist with transaction execution for all DFC product lines for transactions within his/her GCA that have been retained but have not yet reached financial close.
- Assisting the collection, completion, and/or verification of due diligence information relating to a transaction required for DFC's Credit Committee, Investment Committee and/or required to reach financial close;
- Monitoring and reporting applicable policy/legislation changes that may affect the transaction;
- Assisting on due diligence and the verification of conditions precedent to reach financial close.
- Entering details of supported transactions on Transaction Pipeline Tracker.
- Transactions approved including by applicable Credit and Investment Committees, the AIA played a material role in supporting will be considered Transactions Diligenced by the AIA.
- Transactions reach financial close the AIA played material role in supporting will be considered Transactions Closed by the AIA.
PERFORMANCE MONITORING SUPPORT: The AIA shall assist with post-execution performance monitoring transaction support for all DFC product lines for transactions that have reached financial close within their GCA.
- Assisting collection, completion, and/or verification of post-financial close transaction performance and/or development impact;
- Monitoring and reporting on applicable policy or legislation changes that may affect the transaction;
- Assisting verification of conditions subsequent to authorize disbursements
- Entering details of all supported transactions to Transaction Pipeline Tracker.
- Transactions that the AIA played a material role supporting post-financial close, as determined by ProSidian will be considered Transactions Monitored.
FIELD PRESENCE SUPPORT: The AIA shall assist with the field presence support for their GCA.
- Training local, inter-agency Embassy staff, including the Prosper Africa or State Dept. deal Team(s), on DFC products, eligibility criteria, relevant strategic priorities to educate staff on how to identify GCA financing opportunities
- Participating in regular meetings with local Embassy staff and other relevant US officials, including the Prosper Africa deal Team(s), to discuss DFC transaction opportunities
- Participating and/or presenting at events, conferences, or Embassy-convened meetings relevant to DFC business
- Present or provide relevant updates and input on DFC transactions as requested
- Monitor and reporting changes in the law, policy, or economic climate relevant to transactions
- Assist travel/meeting logistics for senior-level personnel traveling to the GCA
MAINTAIN ACTIVE READINESS, ENGAGEMENT, AND PARTICIPATION TO PROVIDE:
- Team Member Participation: Transaction Status Meetings | Interim updates on specific time-sensitive meetings or activities | Weekly work plans before COB each Friday | Transaction Pipeline Tracker submitted every two weeks | completed work product submitted as per guidance every two weeks.
- Business Relations: successfully coordinate all activity needed to execute job requirements | provide corrective action plans, proposal submittals, identification and management of issues | professional and ethical behavior.
The Africa Investment Advisor (AIA) - Southern Africa shall have consecutive employment in a position with comparable responsibilities within the past five (5) years, Must be able to use a computer to communicate via email; and proficient in Microsoft Office Products (Word/Excel/Power point) and related tools and technology required for the position.
Southern Africa: Place of Performance: Johannesburg, South Africa, with a Geographic Coverage Area (GCA) including, but not limited to: Angola, Botswana, Comoros, Lesotho, Namibia, Madagascar, Malawi, Mauritius, Mozambique, Reunion, Seychelles, South Africa, eSwatini, Zambia, and Zimbabwe. Additional places of performance within this GCA may be required.
- The ProSidian AIA must be able to read, write, speak, and understand English fluently. The AIAs may be United States citizens or Foreign Nationals. The AIAs must present a neat appearance commensurate with that required of a professional and must not engage in any action, association, or behavior that can cause damage, embarrassment or any other harm to the U.S. Government. Government civilian employees shall not be employed to perform services under this contract.
Logistics Criteria:
- The ProSidian AIA shall perform be responsible to participate in and provide support for all administrative and supervisory functions not limited to the following: all recruiting, placement, relocation if applicable, training, information technology, local office establishment, logistical support, travel arrangements (w/ visa requirements), and repatriation services
Qualifications Criteria - AIAs Must Have The Following Qualifications:
- The ProSidian AIA must have a minimum of five (5) years' of full-time relevant work experience, defined as a minimum of five (5) years of full-time employment within the last fifteen (15) years working in investment banking, financial advisory, insurance underwriting, project development, development finance, project finance, financial services or development finance-related consulting, or private equity, of which at least three (3) years substantially relates to emerging markets, and of which at least two (2) years substantially relates to sub-Saharan Africa.
Other Required Criteria
- Strong Written And Oral Communications in native language(s) and Fluency in English
- Expertise in project structuring and corporate and project finance; and financial modeling capability;
- Fluency in French if providing services in the Francophone West/Central Africa;
- Proficiency in MS Office;
- Bachelor's degree from an accredited university;
- Demonstrated experience working independently with minimal supervision and interest and commitment to international development;
- Existing and extensive network of professional contacts in sub-Saharan Africa;
- Ability to obtain facility access in the Embassy or Consulate of their respective place of performance
- Ability to acquire travel approvals and travel documents travel for participation in a two (2) week DFC orientation program to be held in Washington, DC within six (6) weeks of initial selection as a ProSidian AIA.
TRAVEL: Occasional travel may be required to attend meetings, events, site visits, or other training requirements. Travel is coordinated with the technical point of contact and approved in writing by the Contracting Officer in advance, is allowed, in accordance with Federal Travel Regulations.
LOCATION: Work shall be conducted at or in proximity to 1 Sandton Dr, Sandhurst, Johannesburg, 2146, South Africa
#AfricaInvestmentAdvisor #AIA #DevelopmentFinance #DevelopmentFinance
Additional InformationCORE COMPETENCIES
- Teamwork – ability to foster teamwork collaboratively as a participant, and effectively as a team leader
- Leadership – ability to guide and lead colleagues on projects and initiatives
- Business Acumen – understanding and insight into how organizations perform, including business processes, data, systems, and people
- Communication – ability to effectively communicate to stakeholders of all levels orally and in writing
- Motivation – persistent in pursuit of quality and optimal client and company solutions
- Agility – ability to quickly understand and transition between different projects, concepts, initiatives, or work streams
- Judgment – exercises prudence and insight in decision-making process while mindful of other stakeholders and long-term ramifications
- Organization – ability to manage projects and activity, and prioritize tasks
--- --- ---
OTHER REQUIREMENTS
- Business Tools – understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary.
- Business Tools – understanding and proficiency with business tools and technology, including Microsoft Office. The ideal candidate is advanced with Excel, Access, Outlook, PowerPoint and Word, and proficient with Adobe Acrobat, data analytic tools, and Visio with the ability to quickly learn other tools as necessary.
- Commitment - to work with smart, interesting people with diverse backgrounds to solve the biggest challenges across private, public and social sectors
- Curiosity – the ideal candidate exhibits an inquisitive nature and the ability to question the status quo among a community of people they enjoy and teams that work well together
- Humility – exhibits grace in success and failure while doing meaningful work where skills have impact and make a difference
- Willingness - to constantly learn, share, and grow and to view the world as their classroom
--- --- ---
BENEFITS AND HIGHLIGHTS
ProSidian Employee Benefits and Highlights: Your good health and well-being are important to ProSidian Consulting. At ProSidian, we invest in our employees to help them stay healthy and achieve work-life balance. That’s why we are also pleased to offer the Employee Benefits Program, designed to promote your health and personal welfare. Our growing list of benefits currently include the following for Full Time Employees:
Competitive Compensation: Pay range begins in the competitive ranges with Group Health Benefits, Pre-tax Employee Benefits, and Performance Incentives. For medical and dental benefits, the Company contributes a fixed dollar amount each month towards the plan you elect. Contributions are deducted on a Pre-tax basis.
Group Medical Health Insurance Benefits: ProSidian partners with BC/BS, to offer a range of medical plans, including high-deductible health plans or PPOs. | Group Dental Health Insurance Benefits: ProSidian dental carriers - Delta, Aetna, Guardian, and MetLife.
Group Vision Health Insurance Benefits: ProSidian offers high/low vision plans through 2 carriers: Aetna and VSP.
401(k) Retirement Savings Plan: 401(k) Retirement Savings Plans help you save for your retirement for eligible employees. A range of investment options are available with a personal financial planner to assist you. The Plan is a pre-tax Safe Harbor 401(k) Retirement Savings Plan with a company match.
Vacation and Paid Time-Off (PTO) Benefits: Eligible employees use PTO for vacation, a doctor’s appointment, or any number of events in your life. Currently these benefits include Vacation/Sick days – 2 weeks/3 days | Holidays - 10 ProSidian and Government Days are given.
Pre-Tax Payment Programs: Pre-Tax Payment Programs currently exist in the form of a Premium Only Plan (POP). These Plans offer a full Flexible Spending Account (FSA) Plan and a tax benefit for eligible employees.
Purchasing Discounts & Savings Plans: We want you to achieve financial success. We offer a Purchasing Discounts & Savings Plan through The Corporate Perks Benefit Program. This provides special discounts for eligible employees on products and services you buy on a daily basis.
Security Clearance: Due to the nature of our consulting engagements there are Security Clearance requirements for Engagement Teams handling sensitive Engagements in the Federal Marketplace. A Security Clearance is a valued asset in your professional portfolio and adds to your credentials.
ProSidian Employee & Contractor Referral Bonus Program: ProSidian Consulting will pay up to 5k for all referrals employed for 90 days for candidates submitted through our Referral Program.
Performance Incentives: Due to the nature of our consulting engagements there are performance incentives associated with each new client that each employee works to pursue and support.
Flexible Spending Account: FSAs help you pay for eligible out-of-pocket health care and dependent daycare expenses on a pre-tax basis. You determine your projected expenses for the Plan Year and then elect to set aside a portion of each paycheck into your FSA.
Supplemental Life/Accidental Death and Dismemberment Insurance: If you want extra protection for yourself and your eligible dependents, you have the option to elect supplemental life insurance. D&D covers death or dismemberment from an accident only.
Short- and Long-Term Disability Insurance: Disability insurance plans are designed to provide income protection while you recover from a disability.
--- --- ---
ADDITIONAL INFORMATION - See Below Instructions On The Best Way To Apply
ProSidian Consulting is an equal opportunity employer and considers qualified applicants for employment without regard to race, color, creed, religion, national origin, sex, sexual orientation, gender identity and expression, age, disability, or Vietnam era, or other eligible veteran status, or any other protected factor. All your information will be kept confidential according to EEO guidelines.
ProSidian Consulting has made a pledge to the Hiring Our Heroes Program of the U.S. Chamber of Commerce Foundation and the “I Hire Military” Initiative of The North Carolina Military Business Center (NCMBC) for the State of North Carolina. All applicants are encouraged to apply regardless of Veteran Status.
Furthermore, we believe in " HONOR ABOVE ALL " - be successful while doing things the right way. The pride comes out of the challenge; the reward is excellence in the work.
FOR EASY APPLICATION
USE OUR CAREER SITE LOCATED ON OR SEND YOUR RESUME’S, BIOS, AND SALARY EXPECTATION / RATES TO CAREERS @ PROSIDIAN.COM. ONLY CANDIDATES WITH REQUIRED CRITERIA ARE CONSIDERED .
Be sure to place the job reference code in the subject line of your email. Be sure to include your name, address, telephone number, total compensation package, employment history, and educational credentials.
#J-18808-LjbffrInvestment Management Oversight Support
Posted 1 day ago
Job Viewed
Job Description
Job Title: Investment Management Oversight Support
Location: Gauteng, Johannesburg
Deadline: September 06, 2025
Job Specification
The candidate will be part of a team responsible for maintaining and performing investment management oversight due diligence in accordance with CSSF circular 18/698. This includes oversight of delegated investment managers and advisors, among other duties:
Main Duties and Responsibilities:
- Initiate specific controls as part of initial, ongoing, and thematic due diligence for traditional UCITS and alternative investment fund managers (e.g., hedge funds, private equity funds).
- Prepare operational controls and oversight for derivatives transactions (EMIR).
- Prepare operational controls and oversight for securities financing transactions (SFTR).
- Prepare management company reports.
- Prepare objective reasons for onboarding new sub-funds and managers.
- Review financial counterparts/brokers.
- Review prospectuses impacting manager oversight.
- Maintain delegate data and information in operational dashboards.
- Update information in scorecards using RBAs (risk-based approach profiles).
Skills Required:
- Ownership of manager activities and escalation procedures.
- Fluency in German (reading, writing, speaking).
- Degree in Finance or Economics; CFA or CAIA certification is a plus.
- Proficiency in English, both written and spoken.
- Proven MS Office skills, especially Excel.
- Well-structured and organized.
- Responsible team player, accountable, reliable, and a self-starter.
- Integrity and willingness to learn.
- Experience in regulatory compliance or oversight functions is advantageous.
- Interest in investment strategies, financial instruments, and fund structures from legal, operational, and compliance perspectives.
Investment Management Oversight Support
Posted 3 days ago
Job Viewed
Job Description
The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers.
Our business is unique in its ability to reach globally, service locally, and provide cross-jurisdictional services. With our clients at the heart of everything we do, our dedicated team has successfully delivered an unprecedented growth and transformation journey. We are now represented by over circa 13,000 employees across 112 offices worldwide. Your career with us should reflect your energy and passion.
That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience.
Take the lead, and we’ll give you the support you need to be at the top of your game. We also offer you the freedom to be a positive disrupter and turn big ideas into industry-changing realities.
For our business, for clients, and for you:
Job SpecificationThe candidate will be part of and assist the team responsible for maintaining and performing investment management oversight due diligence according to CSSF circular 18/698 on delegated investment managers and advisors. This includes:
Outline of main duties and responsibilities- Initiate specific controls as part of initial, ongoing, and thematic due diligence for both traditional UCITS and alternative investment fund managers (e.g., hedge funds, private equity funds).
- Prepare operational controls and oversight on derivatives transactions (EMIR).
- Prepare operational controls and oversight on securities financing transactions (SFTR).
- Prepare Management Company reports.
- Assess and prepare objective reasons for onboarding new sub-funds and managers.
- Review financial counterparts and brokers.
- Review prospectuses impacting manager oversight.
- Maintain specific delegate data and information in operational dashboards.
- Update information in scorecards applying risk-based approach (RBA) profiles.
- Ownership of manager relationships, escalation procedures.
- Degree in Finance or Economics; certifications such as CFA or CAIA are advantageous.
- Proficiency in English, both written and spoken.
- Proven MS Office skills, especially Excel.
- Well-structured, organized, responsible team player, accountable, and reliable self-starter.
- Integrity and willingness to learn.
- Experience in regulatory compliance or oversight functions is a plus.
- Interest in investment strategies, financial instruments, and fund structures from legal, operational, and compliance perspectives is a plus.
Disclaimer : Unsolicited CVs sent to Apex by recruitment agencies will not be accepted. Apex operates a direct sourcing model, and agency assistance will be engaged directly with our exclusive recruitment partners.
#J-18808-LjbffrCredit Analyst (Prescient Investment Management)
Posted 9 days ago
Job Viewed
Job Description
The candidate will be part of the Credit team responsible for the Prescient Credit funds. To utilise PIM credit philosophy process by employing quantitative analysis in asset selection, pricing and managing of credit portfolio.
DUTIES & RESPONSIBILITIESKey Objective
The key objective is the development of analytics tools and strategies, as well as the improvement and extension of PRIME for the Credit Funds.
Quantitative Analysis:
- Assist in defining the PRIME framework and incorporate current analytics tools and reporting.
Develop processes and analytics tools to monitor model and portfolio performance and accuracy.
Research and develop models and techniques. - Document research, processes, and model validation.
Credit Research and Analysis:
- Apply established models to compute default probability scores. An analyst would be required to make an analytical argument on the change thereto over time, highlight downside risks for the foreseeable future, and rank & compare to industry peers.
- Use PIM sector-specific financial scorecards to analyse the creditworthiness of companies and their sub-factor drivers of the credit score, incorporating ESG analysis.
- Perform in-depth analysis and research to assess and monitor the creditworthiness of borrowers/issuers over the term of the exposure.
- Understand market dynamics (e.g., credit supply/demand) and company fundamentals influencing PIM’s credit investments.
Credit Management:
- Monitor the risk-adjusted return of the credit universe, build and oversee portfolio optimization models, and make recommendations to enhance credit portfolio performance.
- Engage in counterparty interactions as part of the role.
- Assess credit opportunities, including exposure to assets in Infrastructure Funds (monitoring and new opportunities).
Investment Analysis:
- Originate debt investments via new and existing borrowers, liaising with bond issuers, DCM teams, arrangers, and rating agencies.
- Provide input into the development of broader responsible investment policies, ESG methodologies, and impact strategies.
Credit Process Development and Advancement:
- Validate investment models and monitor portfolio performance and accuracy.
- Contribute to research and development of new models and techniques.
- Document research, processes, and model validation.
- Ensure the accuracy and currency of information used in the process.
Team Interaction:
The key objective is to work on a collaborative basis, ensuring that the team remains cohesive and successful. The analyst is expected to:
- Follow a collaborative approach aligned with the Prescient value system.
- Be proactive in generating new research and participating in debates.
- Suggest and implement process enhancements to improve/create efficiencies.
- Contribute positively and adopt a solutions-driven mindset.
- University Post Graduate Degree (Science / Engineering / Finance) / Masters.
- CA (SA) with articles will be advantageous (Financial Services / Financial Engineering Group experience).
- CFA / Studying towards CFA; and/or Masters equivalent.
- Advanced Excel skills and model building.
- Prior experience in Private Debt, Hybrid Debt, Project Finance will be advantageous.
- Ability to generate ideas and think logically.
- Structured work style, attention to detail and accuracy is of the utmost importance.
- Aptitude in decision-making and problem-solving.
- Excellent interpersonal skills, excellent communication skills oral and written.
- Strong ability to manage complex processes and focus on business outcomes in a complex uncertain environment.
- Strong work ethic, self-motivated, driven and results oriented.
- Ability to listen and respond to new ideas, input and diverse perspectives.
- High levels of self-confidence, assertive as well as healthy levels of EQ.
- Must be able to manage workflow on longer-term research projects.
- Energetic problem-solver.
- Ability to demonstrate an advanced degree of technological competence.
- Passionate about investments.
This is your opportunity to be responsible for credit research & credit portfolio risk analysis. The role is well suited for an individual with strong technical skills, a qualified CA(SA) and/or currently completing CFA studies (or masters equivalent).
A great role with excellent growth potential and exposure to various asset classes.
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The content contained in this website is for information purposes only and does not constitute an offer or an invitation to subscribe or make use of any service or investment by a person, whether natural or legal, which is resident or situated in any jurisdiction where such offer or invitation would be unlawful, or in any jurisdiction in which Prescient Holdings, including all of its subsidiaries and associates ("Prescient"), is not qualified to make such offer or invitation, or to persons to whom it would be unlawful to make such offer or invitation.
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Senior Lecturer in Investment Management
Posted 9 days ago
Job Viewed
Job Description
Senior Lecturer in Investment Management
- Senior Lecturer in Investment Management
- Type of engagement: Permanent appointment
The unitalentza website was launched out of necessity. It is a direct off-shoot of Academic Partners , the pre-eminent talent accessing and assessing service company within the South African Higher Education sector. A company that started 44 years ago in the commercial sector, but which in the last 26 years, has focused almost exclusively in the HE sector. Having founded the company, Jimmy Wayland took retirement in May 2022, but as a swansong objective, he undertook to develop Unitalentza website to uphold the same values, levels of confidentiality, trust and reliability as the founding company. Anything less and Jimmy would like to hear about it.
Unitalentza is a small devoted team of professionals who pledge to keep all registered candidate information secure and confidential and at a level which the registered candidate has the exclusive right to choose.
In his quest to achieve the best website possible, Jimmy is ready to receive comments and/or suggestions, negative or positive, on his personal email:
Background to PositionFaculty of Economic and Management Sciences
Department of Business Management
Senior Lecturer in Investment Management
Ref. EBW05/140/0625
The Department of Business Management is part of the Faculty of Economic and Management Sciences at the research-intensive Stellenbosch University (SU) where we advance knowledge in service of society. The Department offers a world-class environment with excellent students and talented staff. Our values, excellence, compassion, equity, respect, and accountability direct our behaviour, activities, and thoughts. The Department conducts research and provides teaching in the broader fields of financial management, investment management, marketing management, entrepreneurship, innovation management and strategic management. Our culture is inquisitive and innovative, and we strive for a constructive and profound contribution to society at large.
Stellenbosch University (SU) where we advance knowledge in service of society. The Department offers a world-class environment with excellent students and talented staff. Our values, excellence, compassion, equity, respect, and accountability direct our behaviour, activities, and thoughts. The Department conducts research and provides teaching in the broader fields of financial management, investment management, marketing management, entrepreneurship, innovation management and strategic management. Our culture is inquisitive and innovative, and we strive for a constructive and profound contribution to society at large.
Job DescriptionDuties:
- Teaching undergraduate and postgraduate modules in investment management (including property investment).
- Supervision of postgraduate students at honours, master’s and PhD levels (if the incumbent has a PhD).
- Participating in Departmental, Faculty and University activities.
- Self-initiated research towards the completion of a PhD (if applicable).
Requirements:
- PhD in finance, investment management or a related field, OR a master’s degree in investment management (or similar, for example, MBA/MCom) and the Chartered Financial Analyst (CFA) qualification.
- Proven knowledge, understanding, and the ability to teach modules in at least two of the following areas: property investment, equity analysis, derivative instruments, fixed income securities, portfolio theory, portfolio management, behavioural finance, or investment ethics.
- Lecturing experience in investment management modules at undergraduate level.
- The ability to teach in English at undergraduate and postgraduate levels.
- At least one scholarly publication in an accredited subject journal
Short-listed candidates (those invited for interviews) will be expected to present a lecture on a designated topic to members of the Department of Business Management. If available, examples of the course material (including examination papers and tests) used in previous courses must be presented after the lecture.
Recommendations:
- Practical industry experience in an investment-related environment.
Commencement of duties:
01 January 2026 or as soon as possible thereafter
21 July 2025
Enquiries regarding this post: Prof Gert Human on , or at
Enquiries regarding remuneration/benefits, as well as technical assistance with the electronic application process: Human Resources Client Services Centre on (Stellenbosch) / (Tygerberg), or at
The University is committed to employment equity (EE), and appointments will be made in line with the institutional EE Plan. Only South African citizens from the designated groups will be considered for appointment.
Stellenbosch University reserves the right not to make an appointment.
Your application, comprising a comprehensive curriculum vitae (including the names and email addresses of at least three referees), must reach the University before or on the closing date of the advertised post.
Short-listed candidates (those invited for interviews) will be expected to present a lecture on a designated topic to members of the Department of Business Management. If available, examples of the course material (including examination papers and tests) used in previous courses must be presented after the lecture.
The University reserves the right to investigate qualifications and conduct background checks on all candidates.
Should no feedback be received from the University within four to six weeks of the closing date, kindly accept that your application did not succeed.
About Stellenbosch University Stellenbosch University (SU) is home to an academic community of 29 000 students (including 4 000 foreign students from 100 countries) as well as 3 000 permanent staff members (including 1 000 academics) on five campuses. The historical oak-lined university town amongst the Boland Mountains in the winelands of the Western Cape creates a unique campus atmosphere, which attracts local and foreign students alike. On the main campus, paved walkways wind between campus buildings – some dating from previous centuries; others just a few years old. Architecture from various eras attests to the sound academic foundation and establishment of an institution of excellence. This, together with the scenic beauty of the area; state-of-the-art, environmentally friendly facilities and technology, as well as visionary thinking about the creation of a sustainable 21st-century institution, makes for the unique character of Stellenbosch University.
Developed in collaboration with Higher Education South Africa - giving opportunity to South African institutions to reach South African Academics from anywhere on the globe.
Giving BackGiving back to South African Higher Education through revenue sharing.
unitalentza Job Platform is an advanced job directory & listings application, made for South African Universities.
#J-18808-LjbffrSenior Lecturer in Investment Management
Posted today
Job Viewed
Job Description
Senior Lecturer in Investment Management
- Senior Lecturer in Investment Management
- Type of engagement: Permanent appointment
The unitalentza website was launched out of necessity. It is a direct off-shoot of Academic Partners , the pre-eminent talent accessing and assessing service company within the South African Higher Education sector. A company that started 44 years ago in the commercial sector, but which in the last 26 years, has focused almost exclusively in the HE sector. Having founded the company, Jimmy Wayland took retirement in May 2022, but as a swansong objective, he undertook to develop Unitalentza website to uphold the same values, levels of confidentiality, trust and reliability as the founding company. Anything less and Jimmy would like to hear about it.
Unitalentza is a small devoted team of professionals who pledge to keep all registered candidate information secure and confidential and at a level which the registered candidate has the exclusive right to choose.
In his quest to achieve the best website possible, Jimmy is ready to receive comments and/or suggestions, negative or positive, on his personal email:
Background to PositionFaculty of Economic and Management Sciences
Department of Business Management
Senior Lecturer in Investment Management
Ref. EBW05/140/0625
The Department of Business Management is part of the Faculty of Economic and Management Sciences at the research-intensive Stellenbosch University (SU) where we advance knowledge in service of society. The Department offers a world-class environment with excellent students and talented staff. Our values, excellence, compassion, equity, respect, and accountability direct our behaviour, activities, and thoughts. The Department conducts research and provides teaching in the broader fields of financial management, investment management, marketing management, entrepreneurship, innovation management and strategic management. Our culture is inquisitive and innovative, and we strive for a constructive and profound contribution to society at large.
Stellenbosch University (SU) where we advance knowledge in service of society. The Department offers a world-class environment with excellent students and talented staff. Our values, excellence, compassion, equity, respect, and accountability direct our behaviour, activities, and thoughts. The Department conducts research and provides teaching in the broader fields of financial management, investment management, marketing management, entrepreneurship, innovation management and strategic management. Our culture is inquisitive and innovative, and we strive for a constructive and profound contribution to society at large.
Job DescriptionDuties:
- Teaching undergraduate and postgraduate modules in investment management (including property investment).
- Supervision of postgraduate students at honours, master’s and PhD levels (if the incumbent has a PhD).
- Participating in Departmental, Faculty and University activities.
- Self-initiated research towards the completion of a PhD (if applicable).
Requirements:
- PhD in finance, investment management or a related field, OR a master’s degree in investment management (or similar, for example, MBA/MCom) and the Chartered Financial Analyst (CFA) qualification.
- Proven knowledge, understanding, and the ability to teach modules in at least two of the following areas: property investment, equity analysis, derivative instruments, fixed income securities, portfolio theory, portfolio management, behavioural finance, or investment ethics.
- Lecturing experience in investment management modules at undergraduate level.
- The ability to teach in English at undergraduate and postgraduate levels.
- At least one scholarly publication in an accredited subject journal
Short-listed candidates (those invited for interviews) will be expected to present a lecture on a designated topic to members of the Department of Business Management. If available, examples of the course material (including examination papers and tests) used in previous courses must be presented after the lecture.
Recommendations:
- Practical industry experience in an investment-related environment.
Commencement of duties:
01 January 2026 or as soon as possible thereafter
21 July 2025
Enquiries regarding this post: Prof Gert Human on , or at
Enquiries regarding remuneration/benefits, as well as technical assistance with the electronic application process: Human Resources Client Services Centre on (Stellenbosch) / (Tygerberg), or at
The University is committed to employment equity (EE), and appointments will be made in line with the institutional EE Plan. Only South African citizens from the designated groups will be considered for appointment.
Stellenbosch University reserves the right not to make an appointment.
Your application, comprising a comprehensive curriculum vitae (including the names and email addresses of at least three referees), must reach the University before or on the closing date of the advertised post.
Short-listed candidates (those invited for interviews) will be expected to present a lecture on a designated topic to members of the Department of Business Management. If available, examples of the course material (including examination papers and tests) used in previous courses must be presented after the lecture.
The University reserves the right to investigate qualifications and conduct background checks on all candidates.
Should no feedback be received from the University within four to six weeks of the closing date, kindly accept that your application did not succeed.
About Stellenbosch University Stellenbosch University (SU) is home to an academic community of 29 000 students (including 4 000 foreign students from 100 countries) as well as 3 000 permanent staff members (including 1 000 academics) on five campuses. The historical oak-lined university town amongst the Boland Mountains in the winelands of the Western Cape creates a unique campus atmosphere, which attracts local and foreign students alike. On the main campus, paved walkways wind between campus buildings – some dating from previous centuries; others just a few years old. Architecture from various eras attests to the sound academic foundation and establishment of an institution of excellence. This, together with the scenic beauty of the area; state-of-the-art, environmentally friendly facilities and technology, as well as visionary thinking about the creation of a sustainable 21st-century institution, makes for the unique character of Stellenbosch University.Developed in collaboration with Higher Education South Africa - giving opportunity to South African institutions to reach South African Academics from anywhere on the globe.
Giving BackGiving back to South African Higher Education through revenue sharing.
unitalentza Job Platform is an advanced job directory & listings application, made for South African Universities.
#J-18808-LjbffrFinancial Manager | Investment Management | Tyger Valley
Posted 9 days ago
Job Viewed
Job Description
An esteemed Financial Services company, renowned for its dedication to excellence, is seeking a dynamic and experienced Financial Manager to join its thriving team. The successful incumbent will be responsible for the financial management of the finance department. The individual is expected to work closely with the Accountants responsible for the accounting function and assist with any accounting issues as well as reviewing the monthly processing. We require the skills of a dynamic individual who has the willingness to learn and develop within a finance division.
Responsibilities:
- Review of reconciliations.
- Review of monthly accounting processing.
- Compiling management reports and analysis.
- Cashflow and investments management and approving of payments and collections.
- Assist with budgeting and forecasting.
- Ensuring all control accounts, balance sheets and income statements are reconciled on a monthly basis VAT and Income tax calculations and returns.
- Statutory and regulatory returns (FSCA, Prudential Authority, Reserve Bank, SARS, NAMFISA).
- Compilation of the annual financial statements in terms of IFRS.
- Assist Regional Managers with financial information.
- Liaising and assisting with internal and external auditors.
- Resolving reconciling and long outstanding items on balance sheet reconciliations.
- Systems, processes and internal control improvements.
- Assist with ad hoc queries until resolution.
Requirements:
- CA (SA) qualification.
- 2 years’ post articles experience (Financial Services / Short Term Insurance Industry advantageous).
- Strong technical skills, including sound IFRS knowledge.
- MS Excel, MS Word, MS Outlook.
- Experience in accounting packages such as Great Plains, SAP, Accpac advantageous.
Competencies:
- Communication / presentation skills.
- Interpersonal skills.
- Achievement / results driven.
- Team player.
- Strong time management skills.
- Numerical and analytical skills.
- Deadline orientated.
- Management skills.